Riverstone Advisors
Latest statistics and disclosures from Riverstone Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, TOL, AMZN, GOOGL, DHR, and represent 58.97% of Riverstone Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVGO, IVV, QQQ, PH, LEN, ABT, CSCO, NEE, WMT, NVDA.
- Started 6 new stock positions in PH, ABT, NEE, LEN, WMT, CSCO.
- Reduced shares in these 10 stocks: PAYC, PYPL, TOL, MPWR, EOG, GOOGL, , AAPL, DXCM, AMZN.
- Sold out of its positions in CMCSA, MPWR.
- Riverstone Advisors was a net buyer of stock by $3.2M.
- Riverstone Advisors has $172M in assets under management (AUM), dropping by 5.67%.
- Central Index Key (CIK): 0001763404
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Portfolio Holdings for Riverstone Advisors
Riverstone Advisors holds 50 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 25.2 | $43M | +4% | 75k | 576.82 |
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| Toll Brothers (TOL) | 9.1 | $16M | -2% | 102k | 154.49 |
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| Amazon (AMZN) | 9.0 | $15M | 83k | 186.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 8.8 | $15M | 92k | 165.85 |
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| Danaher Corporation (DHR) | 6.8 | $12M | 42k | 278.02 |
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| Tractor Supply Company (TSCO) | 6.3 | $11M | 37k | 290.93 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.8 | $10M | 22k | 460.26 |
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| Raytheon Technologies Corp (RTX) | 4.0 | $6.9M | 57k | 121.16 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.8 | $4.8M | +8% | 9.9k | 488.08 |
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| Exxon Mobil Corporation (XOM) | 2.0 | $3.5M | 30k | 117.22 |
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| Apple (AAPL) | 2.0 | $3.4M | -5% | 14k | 233.00 |
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| ConocoPhillips (COP) | 1.9 | $3.2M | -2% | 30k | 105.28 |
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| Broadcom (AVGO) | 1.8 | $3.1M | +987% | 18k | 172.50 |
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| Cheniere Energy Com New (LNG) | 1.5 | $2.7M | 15k | 179.84 |
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| Microsoft Corporation (MSFT) | 1.1 | $1.9M | 4.5k | 430.28 |
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| Applied Materials (AMAT) | 1.1 | $1.8M | 9.0k | 202.05 |
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| Paycom Software (PAYC) | 1.1 | $1.8M | -23% | 11k | 166.56 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $1.5M | 2.7k | 573.75 |
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| Dex (DXCM) | 0.8 | $1.3M | -11% | 19k | 67.04 |
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| NVIDIA Corporation (NVDA) | 0.7 | $1.3M | +7% | 10k | 121.44 |
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| Eli Lilly & Co. (LLY) | 0.7 | $1.2M | 1.4k | 885.94 |
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| EOG Resources (EOG) | 0.7 | $1.1M | -20% | 9.2k | 122.92 |
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| Amgen (AMGN) | 0.5 | $885k | 2.7k | 322.21 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $741k | 2.6k | 283.20 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $672k | 2.5k | 263.85 |
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| Meta Platforms Cl A (META) | 0.3 | $562k | -3% | 982.00 | 572.44 |
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| Paypal Holdings (PYPL) | 0.3 | $533k | -47% | 6.8k | 78.03 |
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| Merck & Co (MRK) | 0.3 | $473k | 4.2k | 113.56 |
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| Costco Wholesale Corporation (COST) | 0.3 | $455k | +15% | 513.00 | 886.52 |
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| First Solar (FSLR) | 0.3 | $451k | 1.8k | 249.44 |
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| Home Depot (HD) | 0.3 | $431k | 1.1k | 405.20 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $401k | -6% | 2.4k | 167.19 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $398k | 1.9k | 210.81 |
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| Oracle Corporation (ORCL) | 0.2 | $397k | 2.3k | 170.40 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $359k | +28% | 730.00 | 491.27 |
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| Quanta Services (PWR) | 0.2 | $305k | 1.0k | 298.15 |
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| Micron Technology (MU) | 0.2 | $274k | 2.6k | 103.71 |
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| Abbvie (ABBV) | 0.2 | $266k | 1.3k | 197.49 |
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| Philip Morris International (PM) | 0.1 | $255k | 2.1k | 121.40 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $249k | -5% | 2.4k | 104.18 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $243k | 460.00 | 527.67 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $242k | NEW | 383.00 | 632.28 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $239k | 1.7k | 142.04 |
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| Lennar Corp Cl A (LEN) | 0.1 | $221k | NEW | 1.2k | 187.48 |
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| Main Street Capital Corporation (MAIN) | 0.1 | $219k | 4.4k | 50.14 |
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| Abbott Laboratories (ABT) | 0.1 | $216k | NEW | 1.9k | 114.01 |
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| Cisco Systems (CSCO) | 0.1 | $209k | NEW | 3.9k | 53.23 |
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| Nextera Energy (NEE) | 0.1 | $209k | NEW | 2.5k | 84.54 |
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| Wal-Mart Stores (WMT) | 0.1 | $207k | NEW | 2.6k | 80.75 |
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| Ametek (AME) | 0.1 | $206k | 1.2k | 171.71 |
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Past Filings by Riverstone Advisors
SEC 13F filings are viewable for Riverstone Advisors going back to 2018
- Riverstone Advisors 2024 Q3 filed Nov. 4, 2024
- Riverstone Advisors 2024 Q2 filed July 22, 2024
- Riverstone Advisors 2024 Q1 filed May 10, 2024
- Riverstone Advisors 2023 Q4 filed Jan. 30, 2024
- Riverstone Advisors 2023 Q3 filed Nov. 9, 2023
- Riverstone Advisors 2023 Q2 filed Aug. 3, 2023
- Riverstone Advisors 2023 Q1 filed May 2, 2023
- Riverstone Advisors 2022 Q4 filed Jan. 31, 2023
- Riverstone Advisors 2022 Q3 filed Oct. 27, 2022
- Riverstone Advisors 2022 Q2 filed July 26, 2022
- Riverstone Advisors 2022 Q1 filed April 29, 2022
- Riverstone Advisors 2021 Q4 filed Jan. 26, 2022
- Riverstone Advisors 2021 Q3 filed Nov. 4, 2021
- Riverstone Advisors 2021 Q2 filed July 28, 2021
- Riverstone Advisors 2021 Q1 filed April 26, 2021
- Riverstone Advisors 2020 Q4 filed Feb. 2, 2021